How to Close Out ACA Cases & Build Your Medicare Pipeline скачать в хорошем качестве

How to Close Out ACA Cases & Build Your Medicare Pipeline

In Field Ready Fridays – Session 4, we break down exactly how ACA agents should wrap up Open Enrollment, protect commissions, and turn their Marketplace book into a long-term Medicare growth strategy. This session focuses on three critical areas: ✔️ Cleaning up and reconciling your ACA enrollments ✔️ Strengthening post–Open Enrollment retention ✔️ Building a Turning-65 pipeline to transition clients into Medicare If you sell ACA Marketplace plans, this training will help you avoid reconciliation issues, reduce client churn, and create predictable Medicare opportunities from your existing book of business. In This Session, You’ll Learn: 🔎 How to Properly Close Out ACA Cases Verify active enrollments through EDE/Marketplace portals Resolve “Data Matching Issues” and pended applications Prevent reconciliation problems and unexpected tax bills Cross-check carrier rosters with your CRM to protect commissions 📞 Post–Open Enrollment Retention Strategy Implement a 30/60/90-day follow-up system Reduce billing and ID card servicing calls Increase client loyalty and renewal stability Identify high-churn clients before they leave 🎯 Turning 65 Cross-Sell Strategy Tag 63+ clients in your CRM Build a Medicare pipeline months in advance Educate clients early about ACA-to-Medicare transitions Automate outreach and set pre-65 planning appointments This is a practical, step-by-step training designed to help ACA agents retain more clients, reduce administrative fire drills, and position themselves for a stronger Medicare season. 00:00 Start 00:10 Welcome 00:42 Introduction - Purpose of session 02:30 Chat time 03:06 Carrier and CMS Reconciliation Basics 06:29 Top Reconciliation Tips 09:09 1095 A Example talk 11:06 Post-Enrollment Retention 11:54 First 60 day window 14:07 Post OE Workflow 16:23 Workflow Cont'd 19:57 Handling Common Post-OE Issues 21:44 ACA is a Medicare Pipeline 23:26 T-65 Identification System 24:56 Sample Script 25:32 Compliance Do's and Don'ts (High Level) 27:57 Action Items moving forward 28:24 Sales Dev Team 29:00 Wrap up 30:21 Agent Testimonial 32:18 Thank you